BKM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BKM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Sell	340 -144	-30%	-$96K	0.08%	139
2026 Q1	$289K	Buy	484 +8	+2%	+$5K	0.11%	126
2025 Q4	$299K	Hold	476	–	–	0.11%	126
2025 Q3	$291K	Buy	+476	New	+$281K	0.11%	127
2024 Q1	–	Sell	-3,868	Closed	-$1.69M	–	550
2023 Q4	$1.69M	Buy	+3,868	New	+$1.58M	0.72%	32

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BKM Wealth Management's VOO Position: Q2 2026 in Review

BKM Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 30% in Q2 2026, selling an estimated $96K and leaving 340 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #139.

BKM Wealth Management first reported a position in VOO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2023. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

BKM Wealth Management held 340 shares of Vanguard S&P 500 ETF worth $234K as of Q2 2026.
BKM Wealth Management sold 144 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $96K.
Vanguard S&P 500 ETF made up 0.08% of BKM Wealth Management's portfolio in Q2 2026, its #139 holding.
BKM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
BKM Wealth Management's Vanguard S&P 500 ETF position peaked at $1.69M in Q4 2023.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.